1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SPYRNAL FINANCIAL GROUP

Map pinBOKEELIA, FL
Phone239.282.2835
NotebookSEC #801-129269
Total AUM
$145.5M
Employees
4
Clients
388

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5524 AVENUE A
BOKEELIA
FL 33922
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
239.282.2835
Other Offices
1

ReceiptFinancials

Total AUM
$145.5M
Accounts
390
Discretionary
$137.5M
Accounts
380
Non-Discretionary
$8M
Accounts
10

ContactClients

View more in analytics →

Individual Clients
352
AUM
$73.6M
HNW Individual Clients
35
AUM
$68M
Pension/Profit Sharing Plan Clients
1
AUM
$3.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILMIMNNCNHPATXWI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account